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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,344 | $81,487-89.8% | $102,412-91.9% | $80,935-89.7% |
| Participation rate | 74.2% | 66.8%+7.4pp | 74.5%-0.3pp | 67.7%+6.5pp |
| Annual return | 4.76% | 25.60%-20.8pp | 24.94%-20.2pp | 35.66%-30.9pp |
| Employer contribution / active EE | $911 | $3,103-70.7% | $3,870-76.5% | $2,757-67.0% |
| Participant deferral / active EE | $2,760 | $3,871-28.7% | $5,060-45.4% | $4,299-35.8% |
| Admin fee / account holder | $331 | $6,717-95.1% | $8,388-96.1% | $6,924-95.2% |